NIONIO INC
CUSIP 62914V106 · Yahoo Finance ↗ · Google Finance ↗
Nio Inc (NIO) has 429 institutional holders in Filings Flow’s 13F database, together reporting 280.09M shares worth $1.5B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, D. E. Shaw & Co., Inc., and Citadel Advisors LLC.
Institutional Holders
429
Q1 2026
Reported Value
$1.5B
Ticker
NIO
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RWC ASSET ADVISORS (US) LLC$464M AUM | 13.06% | $80M | 10.47M | Q3 2025OLDER |
| Hel Ved Capital Management Ltd$844M AUM | 4.24% | $20M | 2.64M | Q3 2025OLDER |
| XY Capital Ltd$101M AUM | 2.66% | $3M | 444.4K | Q1 2026OLDER |
| Persistent Asset Partners Ltd$268M AUM | 1.08% | $2M | 206.3K | Q3 2025OLDER |
| DV EQUITIES, LLC$558M AUM | 1.06% | $6M | 1.16M | Q4 2025OLDER |
| RWC Asset Management LLP$2.4B AUM | 1.01% | $21M | 2.73M | Q3 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.96% | $100M | 16.59M | Q1 2026OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 0.66% | $24M | 4.00M | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.66% | $2M | 400.0K | Q2 2026 |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.54% | $4M | 1.12M | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.54% | $4M | 670.4K | Q1 2026OLDER |
| One River Asset Management, LLC$273M AUM | 0.53% | $6M | 697.6K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.52% | $4M | 71.9K | Q2 2026 |
| Havemeyer Place LP$867M AUM | 0.39% | $2M | 389.1K | Q4 2025OLDER |
| Diametric Capital, LP$385M AUM | 0.35% | $1M | 224.6K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.33% | $564,988 | 110.8K | Q4 2025OLDER |
| Hoffman, Alan N Investment Management$169M AUM | 0.33% | $551,535 | 109.0K | Q2 2026 |
| LMR Partners LLP$45.4B AUM | 0.30% | $134M | 22.23M | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.26% | $2M | 375.2K | Q1 2026OLDER |
| Central Asset Investments & Management Holdings (HK) Ltd$108M AUM | 0.25% | $430,606 | 56.5K | Q3 2025OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.25% | $556,255 | 92.2K | Q1 2026OLDER |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM | 0.25% | $2M | 301.2K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.22% | $1M | 198.9K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.22% | $5M | 760.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.17% | $11M | 1.76M | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.15% | $38M | 6.34M | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.15% | $253M | 41.98M | Q1 2026OLDER |
| Redwood Wealth Management Group, LLC$232M AUM | 0.14% | $332,024 | 55.1K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.14% | $87M | 14.45M | Q1 2026OLDER |
| Long Corridor Asset Management Ltd$411M AUM | 0.12% | $476,370 | 79.0K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.11% | $9M | 1.41M | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.11% | $9M | 1.49M | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.10% | $6M | 1.00M | Q1 2026OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 0.10% | $361,800 | 60.0K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.10% | $14M | 2.29M | Q1 2026OLDER |
| Paloma Partners Management Co$510M AUM | 0.09% | $571,500 | 75.0K | Q3 2025OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.08% | $5M | 1.00M | Q4 2025OLDER |
| Leonteq Securities AG$2.7B AUM | 0.08% | $2M | 378.2K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.08% | $206,377 | 34.2K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 0.07% | $78,390 | 13.0K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.07% | $3M | 544.7K | Q1 2026OLDER |
| Symmetry Investments LP$913M AUM | 0.07% | $840,929 | 164.9K | Q4 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.07% | $28M | 4.35M | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.07% | $79,688 | 15.6K | Q4 2025OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.07% | $222,368 | 36.9K | Q1 2026OLDER |
| Point72 Hong Kong Ltd$2.2B AUM | 0.07% | $2M | 197.6K | Q3 2025OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.07% | $153,000 | 30.0K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.06% | $80M | 13.33M | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.06% | $9M | 1.55M | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.06% | $274,401 | 45.5K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.06% | $2M | 230.7K | Q3 2025OLDER |
| West Family Investments, Inc.$285M AUM | 0.06% | $161,254 | 26.7K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.05% | $2M | 476.8K | Q4 2025OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.05% | $147,132 | 24.4K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.05% | $920,076 | 154.4K | Q1 2026OLDER |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 0.05% | $127,565 | 21.2K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.05% | $2M | 318.5K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.05% | $11M | 1.44M | Q3 2025OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.05% | $298,660 | 49.5K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.05% | $40M | 6.63M | Q1 2026OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.05% | $590,337 | 97.9K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.05% | $63,750 | 12.5K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.05% | $50M | 8.37M | Q1 2026OLDER |
| Koa Wealth Management, LLC$138M AUM | 0.05% | $66,330 | 11.0K | Q1 2026OLDER |
| Perseverance Asset Management International$909M AUM | 0.05% | $434,727 | 72.1K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.05% | $1M | 205.7K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.04% | $337,807 | 56.0K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.04% | $91,876 | 12.1K | Q3 2025OLDER |
| JACKSON SQUARE CAPITAL, LLC$477M AUM | 0.04% | $197,846 | 26.0K | Q3 2025OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.04% | $101,674 | 13.3K | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.04% | $85M | 13.35M | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.04% | $393,587 | 77.8K | Q2 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $665,596 | 130.5K | Q4 2025OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.04% | $99,001 | 19.4K | Q4 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.04% | $23M | 3.79M | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.04% | $1M | 248.5K | Q4 2025OLDER |
| WT Asset Management Ltd$4.8B AUM | 0.04% | $2M | 300.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $305,335 | 50.6K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.04% | $10M | 1.63M | Q1 2026OLDER |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.04% | $2M | 485.0K | Q4 2025OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.03% | $452,250 | 75.0K | Q1 2026OLDER |
| Sculptor Capital LP$9.6B AUM | 0.03% | $3M | 535.7K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.03% | $602,717 | 100.0K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.03% | $63,315 | 10.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.03% | $278M | 46.14M | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.03% | $73,560 | 12.2K | Q1 2026OLDER |
| PKO Investment Management Joint-Stock Co$1.2B AUM | 0.03% | $361,800 | 60.0K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.03% | $70,430 | 11.7K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.03% | $332,832 | 55.2K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 0.03% | $94,000 | 18.6K | Q2 2026 |
| High Probability Advisors, LLC$781M AUM | 0.03% | $223,183 | 37.0K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.03% | $797,166 | 132.2K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.03% | $155,206 | 28.2K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.03% | $40,729 | 6.8K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.03% | $382,247 | 170.7K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.03% | $166M | 27.61M | Q1 2026OLDER |
| Clear Street Group Inc.$24.6B AUM | 0.03% | $6M | 1.05M | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.03% | $3M | 578.7K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $782,489 | 129.8K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.02% | $303,002 | 39.8K | Q3 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.02% | $19M | 3.76M | Q2 2026 |
| Walleye Capital LLC$24.0B AUM | 0.02% | $5M | 908.6K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $554,051 | 72.7K | Q3 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.02% | $5M | 616.2K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.02% | $731,934 | 121.4K | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.02% | $211,001 | 35.0K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $11M | 1.89M | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $445,527 | 73.9K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.02% | $102,028 | 16.9K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 0.02% | $150,750 | 25.0K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.02% | $17M | 2.77M | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.02% | $96,944 | 16.1K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.02% | $66,915 | 11.1K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $533,094 | 88.4K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.02% | $603,000 | 100.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $42M | 6.97M | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.02% | $788,821 | 130.8K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $2M | 404.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $111M | 18.35M | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $403,558 | 66.9K | Q1 2026OLDER |
| Hedeker Wealth, LLC$474M AUM | 0.02% | $75,411 | 12.5K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.02% | $22M | 3.04M | Q3 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $206,160 | 34.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.02% | $118M | 19.59M | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.01% | $120,690 | 20.0K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $886,657 | 147.0K | Q1 2026OLDER |
| Clarity Wealth Advisors, LLC$486M AUM | 0.01% | $69,345 | 11.5K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $12M | 1.97M | Q1 2026OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 0.01% | $1M | 225.5K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 0.01% | $60,300 | 10.0K | Q1 2026OLDER |
| Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM | 0.01% | $57,201 | 9.5K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.01% | $150,750 | 25.0K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.01% | $2M | 328.8K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.01% | $81,405 | 13.5K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $380,119 | 63.0K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.01% | $801,990 | 133.0K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.01% | $51,000 | 10.0K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $901,202 | 149.5K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.01% | $55,253 | 10.8K | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $808,285 | 134.0K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $157,709 | 26.2K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.01% | $11M | 1.50M | Q3 2025OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.01% | $145,395 | 24.1K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.01% | $81,968 | 16.1K | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.01% | $6M | 922.2K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.01% | $62,404 | 10.3K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.01% | $601,698 | 99.8K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.01% | $62,055 | 10.3K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.01% | $30,150 | 5.0K | Q1 2026OLDER |
| Sava Infond d.o.o.$705M AUM | 0.01% | $72,360 | 12.0K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $2M | 300.0K | Q3 2025OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.01% | $2M | 370.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $83M | 13.78M | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $330,299 | 54.8K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $22M | 3.59M | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.01% | $82,653 | 13.7K | Q1 2026OLDER |
| Bard Financial Services, Inc.$911M AUM | 0.01% | $78,105 | 10.3K | Q3 2025OLDER |
| AVIVA PLC$59.6B AUM | 0.01% | $5M | 845.3K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $60,300 | 10.0K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.01% | $36M | 5.99M | Q1 2026OLDER |
| Skaana Management L.P.$296M AUM | 0.01% | $25,500 | 5.0K | Q4 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.01% | $25,500 | 5.0K | Q4 2025OLDER |
| Rathbones Group PLC$50.6B AUM | 0.01% | $2M | 376.1K | Q2 2026 |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 0.01% | $120,600 | 20.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $179,584 | 29.8K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $246,663 | 40.9K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.01% | $4M | 600.3K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.01% | $111,724 | 18.5K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.01% | $82,285 | 13.6K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $842,391 | 139.7K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $5M | 871.4K | Q1 2026OLDER |
| Marathon Trading Investment Management LLC$3.7B AUM | 0.01% | $259,410 | 43.0K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.01% | $64,720 | 10.7K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.01% | $90,297 | 11.8K | Q3 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.01% | $30,728 | 6.0K | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.01% | $91,668 | 15.2K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $1M | 146.6K | Q3 2025OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.01% | $607,644 | 218.6K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $86M | 14.23M | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $512,164 | 84.9K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.01% | $61,445 | 12.0K | Q4 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $141,006 | 23.4K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $6M | 1.01M | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 0.01% | $60,300 | 10.0K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.01% | $52,462 | 10.4K | Q2 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $30,415 | 30.4K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $580,834 | 96.3K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $33,165 | 5.5K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $7,590 | 1.5K | Q2 2026 |
| Ethic Inc.$6.4B AUM | 0.01% | $347,117 | 57.6K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.01% | $20,237 | 3.4K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.01% | $77,386 | 14.1K | Q2 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 240.5K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $2M | 308.2K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $50,068 | 8.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $59,284 | 16.9K | Q3 2025OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.00% | $156,051 | 25.9K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $1M | 219.6K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.00% | $120,205 | 23.8K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $78M | 15.27M | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.00% | $71,201 | 15.1K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $229,681 | 38.1K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $24,120 | 4.0K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $7,610 | 1.3K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 533.1K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 339.8K | Q3 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $10,200 | 2.0K | Q4 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $294,204 | 48.8K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.00% | $49,530 | 13.0K | Q3 2025OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 0.00% | $4,360 | 1.0K | Q4 2025OLDER |
| Reflection Asset Management$141M AUM | 0.00% | $5,383 | 1.1K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $291,599 | 48.4K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $7M | 1.20M | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $241,019 | 40.0K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $6,723 | 1.1K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $241,272 | 40.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.00% | $61,976 | 10.3K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.00% | $113,538 | 14.9K | Q3 2025OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $6,030 | 1.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $179,513 | 29.8K | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $9,045 | 1.5K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $141,042 | 23.4K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $485,216 | 80.5K | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.00% | $328,445 | 43.1K | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $19M | 3.12M | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.00% | $6,820 | 1.1K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $121,107 | 20.1K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $2M | 390.4K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $998,014 | 131.0K | Q3 2025OLDER |
| Swedbank AB$95.1B AUM | 0.00% | $3M | 424.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $101,382 | 16.8K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $7M | 1.17M | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $144,328 | 23.9K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.00% | $67,494 | 11.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $151,507 | 25.1K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.00% | $4,282 | 710 | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $4,420 | 733 | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.00% | $61,385 | 10.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $36M | 6.56M | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.00% | $109,973 | 18.2K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $2,947 | 488.8K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $437,416 | 72.5K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $2,550 | 500 | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $387,839 | 64.3K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $203,500 | 33.7K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $547,447 | 90.8K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $17,155 | 2.8K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $3M | 659.7K | Q4 2025OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $6,030 | 1.0K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $180,357 | 29.9K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $7,236 | 1.2K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $7M | 1.24M | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $309,641 | 51.4K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $28,299 | 4.7K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $18,090 | 3.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $181,313 | 29.2K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.00% | $63,949 | 10.5K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $94,775 | 15.3K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $151,928 | 25.2K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $80,651 | 13.4K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $207,601 | 34.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $48,331 | 8.0K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $2M | 359.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $309,247 | 51.3K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $2,550 | 500 | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $70,411 | 13.8K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $3,757 | 623 | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $176,420 | 29.3K | Q1 2026OLDER |
| Pioneer Family Office, LLC$156M AUM | 0.00% | $2,110 | 350 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $70,268 | 11.7K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $76,883 | 12.8K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $72,993 | 12.1K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $17,638 | 2.9K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $911,317 | 151.1K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $3,494 | 459 | Q3 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $56,876 | 11.2K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $899,865 | 149.2K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $2,391 | 469 | Q4 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $11,910 | 2.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $152,330 | 25.3K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $338,826 | 56.2K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.00% | $1,905 | 250 | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.00% | $55,916 | 11.0K | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $4,559 | 756 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $8,703 | 1.5K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $63,731 | 10.6K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $146,737 | 28.8K | Q4 2025OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $92,819 | 15.4K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $65M | 10.73M | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $9,739 | 1.6K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $8,979 | 1.5K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $3,310 | 549 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $125,912 | 20.9K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $15,075 | 2.5K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $6,030 | 1.0K | Q1 2026OLDER |
| Global X Japan Co., Ltd.$1.9B AUM | 0.00% | $20,345 | 3.4K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $6,633 | 1.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $879,373 | 146.3K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $210,762 | 35.0K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $310,035 | 40.7K | Q3 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $5,100 | 1.0K | Q4 2025OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $3,810 | 500 | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $79,481 | 13.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $150,380 | 28.5K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $1,249 | 207 | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.00% | $2,171 | 360 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $26M | 4.30M | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $90,752 | 15.1K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $65,547 | 12.9K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $75,092 | 12.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $2,754 | 540 | Q4 2025OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.00% | $63,918 | 10.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $571,783 | 94.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 416.1K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $129,234 | 25.3K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $213,329 | 35.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 191.3K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.00% | $1,508 | 250 | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.00% | $10,969 | 1.8K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $20,502 | 3.4K | Q1 2026OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.00% | $1,417 | 235 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $251,430 | 33.0K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $51,062 | 8.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $86,006 | 14.3K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $1M | 213.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $19,783 | 3.9K | Q4 2025OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.00% | $900 | 150 | Q4 2025OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $3,124 | 410 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $372,393 | 61.8K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $133,039 | 22.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 404.5K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $10,200 | 2.0K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $55,514 | 10.9K | Q4 2025OLDER |
| Mechanics Financial Corp$239M AUM | 0.00% | $1,508 | 250 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $508,860 | 84.4K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $154,705 | 25.7K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.00% | $905 | 150 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 266.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $560,231 | 92.9K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $256,244 | 50.2K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $37,203 | 6.2K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $7,562 | 1.3K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $2M | 268.3K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $145,498 | 24.1K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $176,962 | 29.3K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $113,666 | 18.9K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $1,336 | 262 | Q4 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $1,143 | 150 | Q3 2025OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $577,499 | 96.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $67,252 | 11.2K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.00% | $70,442 | 12.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $2,412 | 400 | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $1,809 | 300 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $9,310 | 1.5K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $73,556 | 12.2K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $1,809 | 300 | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.00% | $1,206 | 200 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $90,495 | 11.9K | Q3 2025OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $32,001 | 5.2K | Q3 2025OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $754 | 125 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $304,815 | 50.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $81,378 | 13.5K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $2,153 | 357 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $144,101 | 23.3K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $76,617 | 12.7K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $3,865 | 641 | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 0.00% | $12,965 | 2.1K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $762 | 100 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $357,877 | 59.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $356,180 | 59.1K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $905 | 150 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $544,376 | 90.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $358,824 | 59.5K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $3,015 | 500 | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.00% | $762 | 100 | Q3 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $207,414 | 34.4K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $905 | 150 | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.00% | $792 | 104 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $247,730 | 41.8K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $1,206 | 200 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $1M | 174.0K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $67,432 | 13.2K | Q4 2025OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.00% | $1,148 | 225 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 216.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $5,729 | 950 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 182.0K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $603 | 100 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $77,404 | 10.2K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $62,652 | 10.4K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $146,264 | 24.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $6,030 | 1.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $8,687 | 1.6K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $3,708 | 615 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $116,665 | 19.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $10,844 | 1.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 379.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,325 | 1.0K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $332 | 55 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $174,146 | 28.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $2,720 | 451 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $68,857 | 11.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $48,657 | 8.1K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $83,829 | 13.9K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $814 | 135 | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $6,020 | 1.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $3,286 | 545 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,773 | 294 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $1,508 | 250 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $5,258 | 690 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $413,098 | 68.5K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $416 | 69 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 181.4K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $418 | 82 | Q4 2025OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $302 | 50 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $1,242 | 206 | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $302 | 50 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $5,100 | 1.0K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $89,847 | 14.9K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $603 | 100 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $125,928 | 16.5K | Q3 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $190,072 | 31.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $6,175 | 1.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $942 | 152 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $10,445 | 2.0K | Q4 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $1,073 | 212 | Q2 2026 |
| Investors Research Corp$523M AUM | 0.00% | $965 | 160 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $63,098 | 10.5K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $603 | 100 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $603 | 100 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $742 | 123 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,195 | 364 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $121,872 | 20.2K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $179,536 | 29.8K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $507 | 84 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $94,933 | 15.4K | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $48,994 | 8.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $210,098 | 34.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $678,902 | 112.6K | Q2 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $48,240 | 8.0K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.00% | $181 | 30 | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $67,991 | 11.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $78,859 | 13.1K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 354.2K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $7,620 | 1.0K | Q3 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $1,523 | 301 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $605,000 | 100.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $74,625 | 15.6K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $307,295 | 60.3K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $814 | 135 | Q1 2026OLDER |
| Aberdeen Group plc$61.9B AUM | 0.00% | $60,421 | 10.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $5,372 | 705 | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $2,159 | 358 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,214 | 238 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $7,218 | 1.2K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $2,627 | 436 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,611 | 516 | Q2 2026 |
| Leo H. Evart, Inc.$117M AUM | 0.00% | $90 | 15 | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $5,510 | 1.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $3,148 | 522 | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $175 | 29 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $70,210 | 11.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $3,060 | 600 | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $655 | 86 | Q3 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $1,465 | 243 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $114,643 | 21.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $60,216 | 11.8K | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $603 | 100 | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.00% | $151 | 25 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $57,301 | 9.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $1,308 | 217 | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $886 | 175 | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $198,492 | 32.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $603 | 100 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $1,206 | 200 | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $153 | 30 | Q4 2025OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $151 | 25 | Q1 2026OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.00% | $3,264 | 430 | Q3 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $3,015 | 500 | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.00% | $51 | 10 | Q4 2025OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $301 | 50 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $2,499 | 494 | Q2 2026 |
| Financial Perspectives, Inc$358M AUM | 0.00% | $133 | 22 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,411 | 234 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,592 | 264 | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $76 | 10 | Q3 2025OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.00% | $54 | 9 | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 0.00% | $76 | 10 | Q3 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $1,206 | 200 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $482 | 80 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $679 | 89 | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $453 | 75 | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.00% | $41 | 8 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $102,166 | 16.9K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $112,918 | 18.7K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $1,275 | 250 | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $248 | 49 | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $9,931 | 1.6K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $67 | 10 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $510 | 100 | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $302 | 50 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.